David McInnis

mcinnis_0Managing Partner

David McInnis MBA, CFP®, CIMA®

David McInnis, who grew up in the Carolinas and Georgia, is a Managing Partner at Atlanta Capital Group. He credits his family’s medical background for his own structured, analytical and research-oriented approach to investing and advising. A graduate of Georgia Tech and its nationally ranked Business School with a MBA in Global Finance and Economics, David maintains the following accreditations: CFP® – CERTIFIED FINANCIAL PLANNER™ and CIMA® Certified Investment Management Analyst®, a graduate level program, taught and administered at the Wharton School of Business, University of Pennsylvania.

Before joining Atlanta Capital Group, David was a Financial Consultant for A.G. Edwards, now Wells Fargo Advisors, where he earned the firm’s Albert Gallatin Award. Next, he joined Morgan Stanley, where he became Senior Investment Consultant and Senior Portfolio Manager. David, a fifteen year veteran in the investment industry, provides wealth advisory services to private clients including families, retirees, and professionals. David is also one of the primary Managing Partners responsible for advising clients in our Raleigh/Durham office, which specializes in Wealth Management for physicians and executives in the surrounding Research Triangle.

David is dedicated to helping his community be a better place to live and work. His contribution has involved fund raising, serving on the board of directors for local charities and is highly active at Perimeter Presbyterian. In his spare time he enjoys golfing, college athletics and traveling. David and wife Christina reside in Suwanee, GA.

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Professional Affiliations

  • Certified Financial Planner
  • Certified Investment Management Analyst
  • Investment Management Consultants Association
  • Life, accident sickness and health, variable products
  • Series 7
  • Series 31
  • Series 63
  • Series 65

Education

  • Masters of Business Administration, Global Markets and Financial Analysis, Georgia Institute of Technology
  • Sport and Entertainment Management, University of South Carolina
  • Finance, Cum Laude, Kennesaw State University

Check the background of this investment professional on FINRA’s BrokerCheck.